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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,977 | $108,897-80.7% | $100,378-79.1% | $145,877-85.6% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 18.64% | 58.17%-39.5pp | 49.41%-30.8pp | 551.28%-532.6pp |
| Employer contribution / active EE | $3,806 | $4,420-13.9% | $3,942-3.4% | $4,663-18.4% |
| Participant deferral / active EE | $7,034 | $8,455-16.8% | $8,087-13.0% | $6,691+5.1% |
| Admin fee / account holder | $1,588 | $9,690-83.6% | $7,899-79.9% | $13,402-88.2% |